How do I install PivotBank?

Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does PivotBank need an API key?

No required environment variable is listed on this record.

What transport does PivotBank use?

PivotBank is reached over HTTP.

PivotBank

by app.pivotbank

Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.

Power your agent

Add this server

The publisher's own URL. Not a PlugMCP endpoint.

Server URL

https://pivotbank.app/mcp

Provider

Add in Claude

Claude opens with the name and URL filled in. You still confirm it there.

Claude Code

claude mcp add --transport http app.pivotbank-pivotbank https://pivotbank.app/mcp

Run in a terminal.

Claude Desktop

{
  "mcpServers": {
    "app.pivotbank-pivotbank": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://pivotbank.app/mcp"
      ]
    }
  }
}

claude_desktop_config.json

Step-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

Related MCP

Related skills

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Questions

How do I install PivotBank?: Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.
Does PivotBank need an API key?: No required environment variable is listed on this record.
What transport does PivotBank use?: PivotBank is reached over HTTP.
When was PivotBank last checked?: Last checked 2026-10-16. Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.

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